ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,827,000 | +17.0% | 85,631 | +19.8% | 1.82% | +21.7% |
| Q4 2017 | $2,416,000 | +4.1% | 71,486 | +4.0% | 1.50% | -2.5% |
| Q3 2017 | $2,321,000 | +5.0% | 68,753 | +1.8% | 1.53% | +1.6% |
| Q2 2017 | $2,210,000 | +31.3% | 67,547 | +26.2% | 1.51% | +23.4% |
| Q1 2017 | $1,683,000 | +173.2% | 53,513 | +156.8% | 1.22% | +137.2% |
| Q4 2016 | $616,000 | +3.7% | 20,839 | +5.1% | 0.52% | +14.4% |
| Q3 2016 | $594,000 | +19.5% | 19,835 | +14.2% | 0.45% | +10.0% |
| Q2 2016 | $497,000 | +10.2% | 17,376 | +11.5% | 0.41% | -2.8% |
| Q1 2016 | $451,000 | – | 15,586 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |